Services
Accounting & taxation
Our many years of combined experience allows us to provide you with professional and tailored advice unique to your circumstances and situation. Our accounting and taxation services that we can provide include but is not limited to
- Preparation of annual financial statements
- Preparation of financial statements for specific purposes ie business sales
- Lodgement of annual tax returns
- Tax planning and minimisation
- Assistance with designing appropriate business structures
- Advice and assistance with most state and federal taxes including income tax, GST, payroll tax, FBT and stamp duty
- Liaison services with the ATO including assistance with audits, reviews, objections and private ruling applications
Auditing & Assurance
Whilst our firm is only small, we have developed a wide range of skills, knowledge and experience through the audit of a wide variety of organisations across many industries including
- Not for profit organisations
- Aged and disability care organisations
- Education institutions
- Self-managed superannuation funds
- Client trust accounts
- Annual financial statement audit and reviews
- Internal control assessments
- Special purpose audits
- Trust account audits
- Grant acquittal reporting
- Self-managed superannuation fund audits.
Self Managed Superannuation Funds (SMSFs)
We offer a wide range of SMSF services including the following
- Preparation of annual financial statements and tax return
- Tax planning and advice
- Assistance with annual compliance documentation
- Ongoing administration and compliance
- Audit services
- Attendance to ATO obligations including IAS and BAS
We can also assist with the valuation of private company investments.